Using our free import tool, you can import client data into MIDAS v3.00 or later, that is either in a .csv (Comma Separated Values), or a .txt (Tab, or other character, Delimited) file format.

This means that provided your 3rd party application allows you to export client/contact data in one of these formats, you can easily import it directly into MIDAS!

You can also use our import tool to import data directly from a spreadsheet application, such as Microsoft’s Excel!

We’ve even given you the option to replace, or simply add to your existing client data when importing new data!

Here’s a few screenshots of the new import tool:

For further information, and to download our free import tool, please see our How do I import client data from another application into MIDAS? knowledge base article.

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